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iShares 5-10 Year Investment Grade Corporate Bond ETF

626 hedge funds and large institutions have $12.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 248 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $309K

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 219

3% more capital invested

Capital invested by funds: $11.8B → $12.2B (+$405M)

0.12% less ownership

Funds ownership: 80.02%79.9% (-0.12%)

0% less funds holding

Funds holding: 628626 (-2)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
626
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.39%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
51
Increased
248
Reduced
219
Closed
42
Calls
$1.25M
Puts
$309K
Net Calls
+$941K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
MFA Wealth Advisors
Pennsylvania
$31.1M +$15.7M +302,698 +105%
PMG
52
ProVise Management Group
Florida
$30.1M +$3.44M +66,202 +13%
TCM
53
Thoma Capital Management
Maryland
$29.9M +$1.87M +35,965 +7%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$29.1M +$2.52M +48,612 +10%
FT
55
Fiduciary Trust
Massachusetts
$28M +$4.71M +90,718 +20%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$26.6M +$2.98M +57,334 +13%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$26.4M +$93K +1,791 +0.4%
PJSIMP
58
P.J. Schmidt Investment Management (PJS)
Wisconsin
$25.9M +$18.1K +348 +0.1%
GL
59
Graypoint LLC
New York
$25.2M +$870K +16,757 +4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$24.6M +$3.94M +75,892 +19%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$23.1M -$58.9K -1,133 -0.3%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$22.9M
AFI
63
American Family Investments
Wisconsin
$22.3M -$16.9M -326,159 -43%
GI
64
Gradient Investments
Minnesota
$21.7M -$52.3M -1,007,438 -71%
GWM
65
GDS Wealth Management
Texas
$21.3M +$2.27M +43,669 +12%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$20.8M -$9.17M -176,628 -31%
SC
67
Syon Capital
California
$20.7M +$6.86M +132,058 +51%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$19.5M +$138K +2,654 +0.7%
Legal & General Group
69
Legal & General Group
United Kingdom
$18.9M -$75.5M -1,453,263 -80%
BP
70
BCK Partners
New York
$18.9M +$270K +5,203 +1%
B
71
Birchbrook
Maine
$18.6M +$1.46M +28,084 +9%
PG
72
Proffitt & Goodson
Tennessee
$18.6M -$8.09M -155,820 -31%
AWE
73
Avidian Wealth Enterprises
Texas
$18.5M +$3.85M +74,155 +27%
DIP
74
DT Investment Partners
Pennsylvania
$18.1M -$3.02M -58,066 -14%
BDF
75
Black Diamond Financial
Maryland
$18.1M +$576K +11,080 +3%

IGIB Hedge Fund Activity: Q1 2025 in Review

626 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2025, worth a combined $12.2B — up 3.4% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IGIB positions and 42 closed out — a net gain of 9 holders — while 248 added to existing stakes and 219 trimmed.

The largest buyer was Prudential plc, adding an estimated $140M. The largest seller was Japan Science & Technology Agency, cutting an estimated $119M.

  • 626 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2025, down from 628 in Q4 2024.
  • Funds reported $12.2B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 51 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 42 closed out, a net change of +9 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Prudential plc, an estimated $140M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Japan Science & Technology Agency, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2025.